Zuora UI approach
Learn how to configure cascading payment methods in Zuora by navigating the UI and setting payment priorities.
- On the customer account page, navigate to the Electronic Payment Methods section.
- Toggle on Cascading Consent Received . This indicates that you have collected consent from your customer to pay with payment methods in an order defined by the customer in case of failed payments.
- Click Edit Payment Method Priorities . The Edit Payment Method Priorities dialog opens. By default, only the default payment method of the customer account is included in the priority list.
- In the Edit Payment Method Priorities dialog, configure the priority list according to the preference you received from your customer.
- Drag and drop the payment methods from the Exclude In Cascading list to the Include In Cascading list.
- Sort the payment methods in Include In Cascading by dragging and dropping them. The first payment method in the priority list will be the default payment method of the customer account.
- Click Save .